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 Performance review

Performance review

Performance for our All-Cap sustainability strategies

Our investment philosophy focuses on delivering strong absolute returns over cycles.

This focus means that we define risk as the loss of clients’ capital rather than in terms of deviation from any benchmark index. As a result, our performance is likely to lag steeply rising markets, but deliver better results in falling markets. This approach has served clients well over time and over cycles.

Below is the performance for our All-Cap sustainability strategies.

Annualised composite performance – USD – net of fees

Stewart Investors Asia ex Japan Sustainability - December 31, 2022
Annualised return (%) Since launch* 10 years 7 years 5 years 3 years 1 year
Strategy 10.3 8.1 8.4 6.3 7.8 -14.3
MSCI AC Asia ex Japan Index 5.8 3.9 5.7 -0.3 -1.2 -19.4
Relative (arithmetic) 4.5 4.3 2.6 6.7 8.9 5.0

* February 1, 2006, annual management fee 0.85%

Stewart Investors Global Emerging Markets Sustainability - December 31, 2022
Annualised return (%) Since launch* 10 years 7 years 5 years 3 years 1 year
Strategy 10.8 3.5 5.6 1.1 0.3 -19.5
MSCI Emerging Market Index 7.7 1.8 5.6 -1.0 -2.3 -19.7
Relative (arithmetic) 3.1 1.7 0.0 2.1 2.7 0.3

* March 1, 2009, annual management fee 0.85%

Stewart Investors Indian Subcontinent Sustainability - December 31, 2022
Annualised return (%) Since launch* 10 years 7 years 5 years 3 years 1 year
Strategy 18.6 12.2 10.4 8.7 15.1 -11.1
MSCI India Index 12.7 7.6 9.2 6.3 10.7 -7.5
Relative (arithmetic) 5.9 4.7 1.2 2.4 4.4 -3.6

* January 1, 2003, annual management fee 0.95%

Stewart Investors Worldwide Sustainability All-Cap - December 31, 2022
Annualised return (%) Since launch* 10 years 7 years 5 years 3 years 1 year
Strategy 7.5 7.3 7.2 3.7 2.6 -26.7
MSCI AC World Index 8.7 8.5 8.7 5.8 4.5 -18.0
Relative (arithmetic) -1.2 -1.2 -1.4 -2.0 -1.9 -8.7

* December 1, 2012, annual management fee 0.60%

Investment style – downside protection

Composite outperformance since launch (USD net of fees)

Past performance is not a reliable indicator of future results.

Source for composite performance: Stewart Investors as at December 31, 2022. The composite performance shown is on a net of fees basis and reflects the reinvestment of dividends and other income, if any. Net performance figures are calculated by subtracting a model annual management fee (see tables above) from the gross composite performance. No other fund level expenses or costs have been taken into account when calculating the net performance. Source for benchmarks: FactSet, total returns, gross of tax.